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AI’s energy use and carbon emissions are a red-hot topic in the climate space these days. The collision between AI and climate goals will be one of the defining corporate challenges of the next decade. And Salesforce — one of tech’s most visible sustainability champions — sits squarely at the center of that tension. 

Salesforce has been outspoken about its ESG commitments for years. But as the business capitalizes on the AI revolution, its sustainability program will continue to contend with the environmental side effects of AI. The evolving strategy, highlighted recently in the Chasing Net Zero series, captures a broader question facing every company today: Can climate progress keep pace with technological disruption? 

Just three years ago, Salesforce made headlines for entering the carbon credit business, with Christiana Figueres, former UN climate chief, leading the crowd in chants of “Climate neutral now!” at the launch event. In those days, corporate climate goals were borne out of the enthusiasm that companies’ actions and investments could contribute significantly toward reaching the Paris Agreement goal to reduce global emissions by half by 2030 and reach net zero by 2050.

Today, corporate targets and reality are diverging from those goals, not converging. The cracks in the model show up in every sector, from industrials to cosmetics. But the massive impact of energy demand from AI on the tech sectors’ emissions may be the most visible stress test of Paris-aligned reduction frameworks.

Moving the goalposts

As companies reengineer their net zero commitments, a fundamental question emerges: should advocates demand that business adapt to the targets, or accept targets that adapt to the business?

At issue in the case of Salesforce is what might be called the “intensity loophole.” For years, standard-setters have grappled with how to create a framework that leaves room for fast-growing companies whose emissions keep rising in absolute terms. Small, disruptive businesses should be afforded room to grow their emissions, the logic goes, so they have the chance to improve on the status quo — and to unseat high-emitting legacy companies?

In the early days of target-setting, most companies set absolute reduction goals, because intensity targets were seen as lower ambition. But as companies miss their targets, Salesforce and many others have moved the goalposts — either by dropping net zero altogether or by reshaping their targets to fit the business.

Just look at Salesforce’s annual impact synopses. Like most sustainability reports, they offer a blend of high level principles, long range targets and numeric ESG disclosures. The narrative describes a range of activities, but offers concrete numbers on the amount of investment and expected GHG benefits of their initiatives in only a few cases.

This makes it hard to tell if today’s actions will deliver on tomorrow’s promises. Broad concepts such as “business resilience” would carry more weight if paired with concrete data showing how specific mitigation projects are expected to yield emission reductions.

Standard setters have enabled this imprecision. Businesses undertake significant changes such as mergers and product launches much faster than the standards can adapt. Growth and governance operate on different clocks.

Intensity data isn’t a climate metric

To stabilize the climate, total global emissions must decrease.